Yeat linked up with Verdy again in Japan 🇯🇵🔥
Senator Lindsey Graham earned the affection of millions of Iranians by standing with them in their fight for freedom.
Today, I will attend his funeral in Washington to bid farewell on behalf of my compatriots.
Read my tribute in the
@WashingtonPost:
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Very few industries on Earth let a small group of people take a geological idea, test it with a drill rig, and create billions in value in a matter of years.
It doesn't happen often, but when it does, it changes not only people's lives but also a country's future.
It all begins with someone believing there is something beneath the ground that the rest of the world has yet to discover.
Mother Nature is full of surprises...
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“VeryDarKMan, the only problem I have with you is that you’re always doing oversabi & too much talk there’s no how you’ll talk too much that you won’t end up talking rubbish, sometimes you’ll be right, sometimes you’ll say foolish things, you want to refer to people you’re abusing the entertainment industry forgetting you’re also into entertainment, Nobody knows tomorrow”
—-Tunde Perry to VeryDarkMan
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Very interesting $VIX chart!
This year is ALMOST matching the last 20 year VIX seasonality to a tee! Obviously not going to be exact, but this is the closest I ever seen it.
If this is the case, is the VIX crush coming starting as soon as next week and for the remaining 37 trading days in 2026?
Interesting right?! 👀
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“Very grateful to Susie for her friendship and service to the president and our country. Stephen Miller is an amazing patriot and will do great things. Congrats to him on a well deserved promotion!” — Vice President JD Vance 🇺🇸
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Very important: There has been no decline in the willingness of Carmel, Indiana voters to pay property taxes for schools in the past 15+ years.
The school levy passed with 58% of the vote. This nominally looks like a big decline from the previous referendums: 68% 2023, 69% in 2019, 89% in 2017.
However, 2017 was a special election. 2023 and 2019 were off-cycle municipal elections. These are lower turnout elections, which benefit school referendums. In fact, I believe the state GOP banned holding referendums in these years because it was mad too many places were seeing referendums pass (along with other changes to try to make it harder to raise taxes for schools).
The original school level referendum was in 2010, also a midyear election, albeit in the primary. It passed with 58% of the vote.
So after 16 years, in a similar election year, Carmel's school funding referendum passed with an identical percentage. That shows that Carmel citizens remain very willing to pay property taxes.
It's another example of how the Indiana GOP's entire thesis around property taxes was completely false. SEA 1 did the GOP an incredible amount of harm in suburban areas.
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Very obvious to me that “MAGA” is dead just as America also rejected “woke” last election
I doubt this actually leads to moderate policy tho - think it’ll just be a back and forth between extremes
The thing that stands out to me about the last 2 years is how DOGE cut all those jobs and somehow the gov spent more money 😂
Tired boss. Love the idea of America First but let’s actually act like it
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Very much disagree.
Not every bearish argument about AI is misinformation. There are legitimate questions about oversupply, financing, demand sustainability and returns on invested capital. Just because someone is bearish doesn't mean they're spreading misinformation.
I also think FinX vastly overestimates its own importance. We're largely operating in our own little bubble. Sure, social media can influence sentiment and move some stocks short term, but I seriously doubt a few bearish accounts on X are influencing how an entire industry gets financed.
As for corporate representatives, I don't really see the point. Companies already have IR departments, earnings calls, filings and other ways to communicate with investors. I'd much rather see actual numbers and operational updates than corporate accounts arguing with people on X.
And if a company is genuinely struggling to secure financing because of a few bearish tweets, I'd argue that company has much bigger problems.
I'm very bullish on AI infrastructure, but that doesn't mean I expect everyone to agree with me. Nor should companies feel the need to fight every bearish narrative out there.
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